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Added 2 mins ago
CC
Commercial Services Associate
Cambrian Credit Union
Winnipeg, MB
- Full-time
Cambrian Credit Union is seeking a Commercial Services Associate to join our Business Services team.
Added 1 hour ago
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Customer Experience Associate
TD
Prince George, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
C
Private Banking Associate
CIBC
London, ON
- Full-time
Client Service – Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with front-line duties and any client issues, concerns or problems…
Added 2 hours ago
EG
Event Producer - Hybrid (Project-Based)
Encore Global
Brampton, ON
- Full-time
…program, oversee show staff, forge positive relationships with client and verify final billing. The Event Producer is responsible for creating a Scope of Work relevant to the event in…
Added 2 hours ago
EG
Stage Manager - Hybrid
Encore Global
Brampton, ON
- Part-time
…from inception to invoicing. The Stage Manager acts as the Client’s primary point of contact as it relates to the run of the show when a Producer is not involved. The Stage Manager reports…
Added 2 hours ago
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AI Architect, Manager
Avanade
Toronto, ON
- Full-time
…work together to design a specific AI solution that fits a client’s environmental requirements. The AI Architect takes ownership of technology related aspects of AI across the Microsoft…
Added 2 hours ago
PA
Digital Marketing Associate
PKF ANTARES
Toronto, ON
- Full-time
PKF Antares is seeking a motivated and creative Digital Marketing Associate to join our Toronto office. In this hands-on role, you will support the execution of our digital marketing,…
Added 2 hours ago
T
Customer Experience Associate - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 2 hours ago
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Client Engagement Associate
CIBC
Abbotsford, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center.. As a Client Engagement Representative, you will be the first point of contact for most…
Added 2 hours ago
Analyst or Associate, M&A (Calgary or Edmonton)
EY
AB · Calgary, AB
…accurate information. As a Mergers & Acquisitions (“M&A”) Analyst/Associate, you’ll help make that happen. You will be an important part of our talented and highly experienced team and work…
Added 3 hours ago
RB
Relationship Manager Intern, Business Market
Royal Bank of Canada
Surrey, BC
- Full-time
…business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other RBC…
Added 3 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
…the Faculty-level; oversee the delivery of research support services offered through the Dean’s office; maintain a high standard of compliance, efficiency, and client service; and provide…
Added 3 hours ago
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Temporary Sales Associate
Coach
Markham, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 3 hours ago
FR
Security Concierge
FirstService Residential Canada
Vaughan, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
FR
Security Concirge
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
FR
Patrol Guard
FirstService Residential Canada
Toronto, ON
- Full-time
As a Patrol Guard, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
FR
Patrol Guard
FirstService Residential Canada
Toronto, ON
- Full-time
As a Patrol Guard, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
FR
Patrol Guard
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
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Gestionnaire, coordination des services techniques
Elopak
Boisbriand, QC
- Full-time
Joignez-vous à notre équipe des Services techniques!
Added 3 hours ago
FR
Security Concierge Supervisor
FirstService Residential Canada
Mississauga, ON
- Full-time
As a Security Concierge Supervisor, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated,…
Added 3 hours ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 3 hours ago
T
Commercial Card Associate Product Manager
TD
Toronto, ON
- Full-time
The Commercial Card Associate Product Manager supports the development, delivery, and ongoing management of Commercial Card products and capabilities. Working under the direction of more…
Added 4 hours ago
TS
Commercial Card Associate Product Manager
TD Securities
Toronto, ON
- Full-time
The Commercial Card Associate Product Manager supports the development, delivery, and ongoing management of Commercial Card products and capabilities. Working under the direction of more…
Added 4 hours ago
EJ
Tailored Branch Support Team Leader
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
Drive enhancements that improve the branch, client, and associate experience

National Bank of Canada

Associate

Sorel-Tracy, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

Ensure effective communication between all parties (clients, advisors, and various collaborators)
Provide superior customer service in person, on the phone, and by email
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Diligently carry out transactions related to investment accounts
Open and update client files
Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

College diploma in a related field
At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Good knowledge of the Microsoft Office suite
Organizational and priority management skills

#INDGP
Languages: French
Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply About employer

More about this job

Responsibilities

Provide exceptional service to clients and coordinate communication among clients, wealth advisors, and other collaborators. Analyze client accounts, process investment account transactions, maintain client files, coordinate advisor schedules and meetings, and follow compliance and risk management rules.

Requirements

A college diploma in a related field and at least one year of relevant experience in banking operations, customer service, administration, or a related area are required. Candidates should have good knowledge of Microsoft Office and strong organizational and priority management skills.

Skills

Accountability
Client Focus
Communication
Critical Thinking
Cybersecurity
Attention to Detail
Digital Literacy
Information Analysis
Initiative
Learning Agility
Multitasking
Organization
Problem Solving
Resilience
Standards Compliance
Teamwork

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Banking
Investment Accounts
Customer Service
Client Communication
Account Analysis
Investment Transactions
Client Files
Appointment Scheduling
Meeting Preparation
Compliance
Risk Management
Microsoft Office
Banking Operations
Administration
Organizational Skills
Priority Management
Hybrid Work
Wealth Advisors

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